Customize your System

Leave the old system behind

Old CRMs are slow, patched together and often charge double what they should. We move you over, build what you are missing and cut the bill.

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  1. Step 1

    We help you move

    We bring over your records, history, files and custom fields. Nothing stays stuck in the old tool.

    Old system

    • Companies
    • Contacts
    • Deals
    • Files

    Lumenbase

    • Companies
    • Contacts
    • Deals
    • Files
  2. Step 2

    We map your setup with you

    We go through your old setup, what slows you down and what you want next. Then we plan the move around it.

    Your setup
    • Old CRM
    • Spreadsheets
    • Email folders
    Pain points
    • Double entry
    • Slow reports
    • Unused seats
    What you want
    • One record
    • Live pipeline
    • Fewer tools
  3. Step 3

    We build what you need

    Integrations with the tools you already run, and the features your team is missing.

    LumenbaseYour featureNewERPBillingData warehouseYour API
  4. Step 4

    We cut your costs

    One plan replaces the licences, add-ons and connectors you pay for today.

    Today

    With Lumenbase

    • Licences
    • Add-ons
    • Connectors
    • Admin time
    • One plan
    • Back in your budget

    Illustration, not a quote

How engagements work

Custom builds run under an Enterprise agreement with a 12-month minimum term. That gives us time to move you, build what you need and show the savings in your own numbers.

Tell us what you run today

Talk to us